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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

709 hedge funds and large institutions have $8.58B invested in Vanguard Dividend Appreciation ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 286 increasing their positions, 231 reducing their positions, and 28 closing their positions.

Holders
709
Holders Change
+25
Holders Change %
+3.65%
% of All Funds
17.7%
Holding in Top 10
80
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.11%
% of All Funds
2%
New
62
Increased
286
Reduced
231
Closed
28
Calls
$16M
Puts
$4.75M
Net Calls
+$11.2M
Net Calls Change
-$2.14M

Top Buyers

1
W
1
Wealthfront
California
$407M
2
PAS
2
Park Avenue Securities
New York
$41.3M
3
PCMC
3
Paragon Capital Management (Colorado)
Colorado
$45.6M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$91.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$375M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.54B
2
DT
2
Diversified Trust
Tennessee
$50.6M
3
WIM
3
Windhaven Investment Management
Massachusetts
$182M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$41.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$63.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
26
Capstone Financial Advisors
Illinois
$56.5M 609,851 -2,723 -0.4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$55.9M 603,443 +508 +0.1%
GT
28
Glenmede Trust
Pennsylvania
$55.6M 618,160 – –
Ameriprise
29
Ameriprise
Minnesota
$55M 590,265 +71,744 +14%
DT
30
Diversified Trust
Tennessee
$50.6M 545,724 -567,372 -51%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$46.5M 501,450 +26,185 +6%
Goldman Sachs
32
Goldman Sachs
New York
$45.8M 494,405 +27,508 +6%
PCMC
33
Paragon Capital Management (Colorado)
Colorado
$45.6M 492,070 +437,714 +805%
RJA
34
Raymond James & Associates
Florida
$44.7M 482,036 +14,196 +3%
JIC
35
Joel Isaacson & Co
New York
$44.6M 481,063 +10,708 +2%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$42.4M 457,801 -40,067 -8%
PA
37
Planning Alternatives
Michigan
$42.4M 457,674 +2,938 +0.6%
BCI
38
Brinker Capital Investments
Pennsylvania
$41.4M 446,999 -219,051 -33%
PAS
39
Park Avenue Securities
New York
$41.3M 446,126 +446,126 New
LNC
40
Lincoln National Corp
Pennsylvania
$40.8M 439,763 +22,211 +5%
AL
41
Aspiriant LLC
California
$40M 432,155 +98,720 +30%
SFSG
42
Stearns Financial Services Group
North Carolina
$36.8M 397,361 -3,144 -0.8%
JC
43
JBF Capital
Colorado
$35.3M 380,756 – –
VM
44
VPR Management
Texas
$35.2M 380,085 +380,085 New
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$32.2M 346,940 -1,425 -0.4%
ZB
46
Zions Bancorporation
Utah
$29.3M 315,769 -3,506 -1%
JFA
47
JNBA Financial Advisors
Minnesota
$28.3M 305,088 +1,767 +0.6%
BP
48
Ballentine Partners
Massachusetts
$28.2M 301,426 +4,828 +2%
BO
49
BRR OpCo
Ohio
$28.2M 304,240 -466 -0.2%
Mariner
50
Mariner
Kansas
$28.1M 302,916 +9,183 +3%
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